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Paychex

1,655 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 594 increasing their positions, 611 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,6831,655 (-28)

6% less capital invested

Capital invested by funds: $43.1B → $40.5B (-$2.64B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$315M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
676
Douglass Winthrop Advisors
New York
$1.36M
JIM
677
Jensen Investment Management
Oregon
$1.36M
IC
678
IEQ Capital
California
$1.35M
S
679
SignatureFD
Georgia
$1.35M
AWM
680
Arista Wealth Management
Nevada
$1.35M
EFM
681
E Fund Management
China
$1.35M
DP
682
Dearborn Partners
Illinois
$1.33M
HSA
683
HBK Sorce Advisory
Pennsylvania
$1.33M
EWM
684
Evercore Wealth Management
New York
$1.31M
DAS
685
Diversify Advisory Services
Utah
$1.3M
MWM
686
MOKAN Wealth Management
Kansas
$1.3M
DWP
687
Daymark Wealth Partners
Ohio
$1.29M
PA
688
Parallel Advisors
California
$1.29M
GI
689
GAMMA Investing
California
$1.28M
HCM
690
Howard Capital Management
Georgia
$1.28M
Empower Advisory Group
691
Empower Advisory Group
Colorado
$1.28M
AG
692
Advocate Group
Minnesota
$1.27M
KRSITF
693
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.27M
ECM
694
Evergreen Capital Management
Washington
$1.27M
MPIA
695
Milestones Private Investment Advisors
New York
$1.27M
OKSA
696
O'Keefe Stevens Advisory
New York
$1.27M
ECAM
697
East Coast Asset Management
Massachusetts
$1.27M
EFS
698
Essex Financial Services
Connecticut
$1.26M
PGFC
699
Peapack-Gladstone Financial Corp
New Jersey
$1.26M
CAG
700
Csenge Advisory Group
Florida
$1.26M